Meridian Wealth Partners, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Meridian Wealth Partners, LLC
- $564 Million
- Q2 2024
A detailed history of Meridian Wealth Partners, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Meridian Wealth Partners, LLC holds 97,714 shares of VTEB stock, worth $4.91 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
97,714
Previous 61,775
58.18%
Holding current value
$4.91 Million
Previous $3.13 Million
56.67%
% of portfolio
0.87%
Previous 0.57%
Shares
15 transactions
Others Institutions Holding VTEB
# of Institutions
1,156Shares Held
496MCall Options Held
21.1KPut Options Held
53.6K-
Jpmorgan Chase & CO New York, NY74.7MShares$3.76 Billion0.33% of portfolio
-
Northwestern Mutual Wealth Management CO31.7MShares$1.59 Billion1.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA30.6MShares$1.54 Billion0.3% of portfolio
-
Wealthfront Advisers LLC30MShares$1.51 Billion5.06% of portfolio
-
Creative Planning Overland Park, KS25MShares$1.26 Billion1.27% of portfolio